FLAGSTONE FINANCIAL MANAGEMENT, LLC

5801 Hidcote Dr. Ste 100
Lincoln, Nebraska 68516
Tel: 402-413-0440

About FLAGSTONE FINANCIAL MANAGEMENT, LLC

FLAGSTONE FINANCIAL MANAGEMENT, LLC, formally registered with the SEC as FLAGSTONE FINANCIAL MANAGEMENT, LLC. The firm was established in 11/28/2016. They have over 1 offices throughout the country.

FLAGSTONE FINANCIAL MANAGEMENT, LLC is a Lincoln, Nebraska based Financial Planning firm with nearly $375,178,791 assets under management, offering retirement planning & investment advisory services to 324 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285484
SEC#	801-108722
Assets Managed by Firm	$375,178,791
No. of Clients	324
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	324	$375,178,791
Individuals (other than high net worth individuals)	198	$69,828,535
High net worth individuals	119	$289,790,494
Pension and profit sharing plans	1	$1,817,320
Charitable organizations	6	$13,742,442

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ORION PORTFOLIO SOLUTIONS, LLC 17605 Wright St Omaha, NE, 68130	$53,844,463,960	299169	404
AMERITAS INVESTMENT PARTNERS, INC. 5945 R Street Lincoln, NE, 68505-3402	$24,871,650,720	1982	50
BRIDGES INVESTMENT MANAGEMENT INC 13333 California St, Suite 500 Omaha, NE, 68154	$9,882,583,283	2646	76
FIRST NATIONAL ADVISERS, LLC 14010 Fnb Parkway, Suite 200 Omaha, NE, 68154	$6,237,040,948	4052	37
WEITZ INVESTMENT MANAGEMENT, INC. 3555 Farnam Street, Suite 800 Omaha, NE, 68131-3312	$5,153,814,823	20	37

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